Prathumna Reddy is a CFA® with 13 years of industry experience, currently serving at Percent Advisors LLC since 2018 through affiliated entities. His prior experience includes four years at UBS Securities LLC. Reddy holds a Series 63 license and is based in New York, NY. Percent Advisors LLC provides discretionary and non-discretionary investment advisory services to institutional clients and high-net-worth investors, specializing in private credit and structured credit investments through separately managed accounts and privately offered pooled vehicles. The firm integrates underwriting, placement activity, and a technology platform operated by its parent company to support its investment process.

Scott Doyle is a financial advisor at Horicon Wealth Management with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he works as a bartender with Dehart Associates LLC. Horicon Wealth Management is a fee-only, SEC-registered investment adviser that primarily serves employer-sponsored retirement plans and also offers financial planning and wealth management services for individuals. The firm integrates goals-based planning with modern portfolio theory and provides pension consulting and ERISA 3(38) investment management services.

Harold Wachtel is the owner of Wachtel Capital Advisors, LLC and holds a Series 66 designation with 23 years of industry experience. He has worked at Aurora Private Wealth, APW Capital, Inc., and Fortune Financial Services, Inc. prior to founding his advisory firm in 2009. Wachtel Capital Advisors, LLC provides portfolio management and advisory services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and pension or profit-sharing plan clients. The firm uses fundamental analysis and modern portfolio theory to manage discretionary accounts, often employing ETFs, mutual funds, fixed income, equities, and occasionally margin and options strategies.

James Vorchheimer is a CFP® professional with four years of industry experience, currently serving as the sole advisor at Integrated Financial Consulting, LLC. He has been with the firm since 2002. Integrated Financial Consulting provides fee-only financial planning and investment management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, estates, and small businesses. The firm uses a functional asset allocation framework with mutual funds, ETFs, individual securities, and bonds, operating primarily on a non-discretionary basis and offering non-securities advice such as tax and estate planning.

Ronn Yaish is the sole advisor at Yaish Financial, an independent firm based in Bergenfield, NJ. He holds a Series 65 designation and has 11 years of industry experience, having founded Yaish Financial Services LLC in 2015. Outside of advisory work, Yaish is involved in life insurance sales and operates Yaish Media Group, an online business offering courses and educational content on leadership, marketing, and personal finance. Yaish Financial provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm’s investment approach is based on modern portfolio theory and primarily uses passively managed, asset-class model portfolios, with a formal pension consulting practice that includes fiduciary services and participant education.

Muthiah Saravanan is a financial advisor at JSSR Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and Allstate Insurance Co. JSSR Capital LLC manages portfolios for individuals, high-net-worth clients, and charitable organizations, employing a combination of charting, fundamental, and technical analysis. The firm offers a range of strategies from long-term holdings to short-term trading and maintains a small, concentrated client base with a distinctive operational approach.

David Rosenstrock is a CFP® certificant with four years of industry experience, currently serving as the sole advisor at Wharton Wealth Planning, LLC in New York, NY. He previously worked at National Philanthropic Trust and Sage Capital Management LLC. Mr. Rosenstrock is also a licensed life insurance agent associated with MERIT Insurance Services, LLC, a national brokerage firm specializing in senior benefits and insurance products. Wharton Wealth Planning, LLC is an independent firm providing fee-only investment management, financial planning, and investment consulting to high-net-worth individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation, diversification, and a combination of quantitative and qualitative investment analysis, managing approximately $37 million in assets under management.

Christopher Conover is a financial advisor at Hudson Companies with 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Hudson Valley Wealth Management for 18 years. Outside of finance, he serves as president of Hudson Private Corp, where he acts as an executive producer on film and television projects, and he is involved administratively with HV Treatment Partners, an outpatient treatment facility. Hudson Companies provides investment management and financial planning services to individuals, high-net-worth clients, and institutional clients. The firm uses model portfolios emphasizing mutual funds, ETFs, equities, and fixed income, and incorporates fundamental and cyclical analysis, treating cash as an asset class. It also offers retirement plan consulting and periodic comprehensive reporting, alongside occasional film investment advice for select clients.

J Debart Jr. is a financial advisor with Equitable Advisors in New York, NY, holding the CFP® and ChFC® designations and possessing 49 years of industry experience. He has been associated with Equitable Advisors since 1975 and has operated The Debart Group, Inc. since 2000. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Bruce Julien is the sole advisor at Julien Planning, LLC, an independent firm based in Hackensack, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, with prior roles at National Wealth Management, LLC, and Julien Financial, LLC. In addition to his advisory work, Julien operates affiliated insurance sales and tax-preparation businesses. Julien Planning, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes fundamental and technical analysis to tailor strategies documented in investment policy statements, manages approximately $37 million in client assets, and engages third-party managers as part of its investment approach.

Jenny Chung is a financial advisor at Glenview Wealth LLC with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Columbia Business School Executive Education. Since 2019, Chung has served as a director on the board of KEB Hana Bank USA, where she participates in compliance, audit, and asset liability committees. Glenview Wealth LLC provides financial planning and investment consulting to individual clients, focusing on asset allocation and primarily recommending passive investments such as exchange-traded funds. The firm does not manage client accounts or charge fees based on assets under management.

Mitchell Spiegel is a CFA® charterholder with four years of industry experience, currently serving as the sole advisor at Enterprise Value Capital Management, LLC. His prior work includes roles at Kildonan Castle Asset Management and Global Credit Advisers, along with periods of self-employment. Enterprise Value Capital Management provides portfolio management services to individuals, high-net-worth clients, pooled investment vehicles, and other advisers. The firm employs a range of investment strategies incorporating fundamental and cyclical analysis alongside modern portfolio theory, while tailoring risk tolerance through documented Investment Policy Statements.

Emily Maretsky is the principal of Educated Financial Planning and holds a Series 65 designation with two years of experience in financial advising. She has a background in education, having worked at multiple schools and educational organizations prior to founding her firm. In addition to financial advising, she operates Teacher Financial Coach, LLC, which focuses on financial coaching for educators. Educated Financial Planning is a fee-only independent registered investment adviser serving individual and high-net-worth clients. The firm offers integrated investment management and comprehensive financial planning, emphasizing strategic asset allocation through low-cost mutual funds and ETFs, with services that include retirement and estate planning, college-savings analysis, and socially responsible investment options.

Mark Santangelo is a CFP® with 28 years of industry experience, currently operating through Titan Financial Services, LLC. He has held roles at Purshe Kaplan Sterling Investments, Investment Advisors Asset Management, and Royal Alliance Associates. Outside of financial advising, he owns and manages a CPA firm, Marsan Associates, PC. Titan Financial Services, LLC is an independent registered investment adviser serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, pension consulting, financial planning, and other consulting services, utilizing a client-specific investment process that combines model asset-allocation portfolios with fundamental, technical, quantitative, and qualitative security analysis.

Samuel Muffly is the sole advisor at SM Carlton Advisory in Astoria, NY. He holds a Series 65 designation and has five years of industry experience. Muffly also works full-time as a Special Gifts Officer for the Cohen Children's Medical Center at the Northwell Health Foundation. SM Carlton Advisory serves individual investors with a $50,000 minimum and provides discretionary portfolio management focused exclusively on publicly traded equities. The firm emphasizes fundamental analysis and manages individualized, equity-only accounts with a buy-and-hold approach, aiming for long-term growth.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Sean Pullman is a financial advisor at Pullman Wealth in Montclair, NJ, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Glassner Carlton Financial and Wellmont Advisory LLC. Pullman Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios tailored to clients' goals and risk tolerance, offering both discretionary and non-discretionary management alongside formal financial planning.

Jacob Bayer is a financial advisor at Good Luck NY Inc. He holds a Series 66 designation and has experience working since 2023 with firms including LUMINEXT Inc and CETERA Financial Specialists LLC. Prior to his financial advisory roles, he was associated with BNEI YAKOV YOSEF OF MONSEY for nine years. Good Luck NY Inc. provides discretionary and non-discretionary asset management along with financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental and cyclical analysis as well as Modern Portfolio Theory, tailoring strategies to client goals and risk tolerances.

Anthony Rouzzo is a CFA charterholder and the sole advisor at Aristo Advisors LLC in New York, NY, with 12 years at the firm and five years of industry experience. His background includes institutional equity research and private portfolio management. Aristo Advisors provides discretionary investment management to individual and high-net-worth clients, focusing on personalized portfolios primarily composed of individual equity securities. The firm employs a research-intensive, value-oriented approach aimed at long-term capital appreciation and typically maintains a very small client base to allow for hands-on management.

Jasdeep Khera is a financial advisor at Altera Private Wealth LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at RainMaker Securities, Goldsher Group, Yieldwink, CION Securities, LLC, and Lord, Abbett & Co. LLC. Khera is the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings. Altera Private Wealth provides investment management and wealth-planning services to individuals, high-net-worth clients, trusts, retirement accounts, businesses, pension plans, and institutional clients. The firm’s investment approach focuses on asset allocation, portfolio structure, tax management, and use of multiple specialist managers, with capabilities that include managing pooled vehicles, institutional mandates, and providing pension consulting services.